ACP
Aviance Capital Partners Portfolio holdings
AUM
$765M
1-Year Return
18.8%
This Quarter Return
-1.27%
1 Year Return
+18.8%
3 Year Return
+81.3%
5 Year Return
+143.55%
10 Year Return
+312.57%
AUM
$711M
AUM Growth
-$12.8M
(-1.8%)
Cap. Flow
+$7.51M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
31.99%
Holding
349
New
27
Increased
142
Reduced
111
Closed
13
Top Buys
| 1 |
Uber
UBER
|
+$4.16M |
| 2 |
Adobe
ADBE
|
+$1.89M |
| 3 |
Netflix
NFLX
|
+$1.23M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.07M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$1.03M |
Top Sells
| 1 |
Cavco Industries
CVCO
|
+$2.5M |
| 2 |
Lowe's Companies
LOW
|
+$2.39M |
| 3 |
Sprouts Farmers Market
SFM
|
+$2.35M |
| 4 |
Gilead Sciences
GILD
|
+$1.76M |
| 5 |
PDCO
Patterson Companies, Inc.
PDCO
|
+$1.73M |
Sector Composition
| 1 | Technology | 19.85% |
| 2 | Financials | 17.76% |
| 3 | Healthcare | 13.06% |
| 4 | Consumer Discretionary | 8.82% |
| 5 | Communication Services | 7.96% |
